AVSG.L vs. IQSS.L
Compare and contrast key facts about Avantis Global Small Cap Value UCITS ETF USD Acc (AVSG.L) and Invesco Global Active ESG Equity UCITS ETF USD Acc (IQSS.L).
AVSG.L and IQSS.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AVSG.L is an actively managed fund by Avantis. It was launched on Jun 20, 2025. IQSS.L is an actively managed fund by Invesco. It was launched on Sep 7, 2022.
Performance
AVSG.L vs. IQSS.L - Performance Comparison
Loading graphics...
AVSG.L vs. IQSS.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
AVSG.L Avantis Global Small Cap Value UCITS ETF USD Acc | 9.76% | 12.18% | -4.47% |
IQSS.L Invesco Global Active ESG Equity UCITS ETF USD Acc | 0.26% | 22.92% | -4.70% |
Different Trading Currencies
AVSG.L is traded in USD, while IQSS.L is traded in GBp. To make them comparable, the IQSS.L values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, AVSG.L achieves a 9.76% return, which is significantly higher than IQSS.L's 0.26% return.
AVSG.L
- 1D
- 1.34%
- 1M
- -1.97%
- YTD
- 9.76%
- 6M
- 15.22%
- 1Y
- 30.04%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IQSS.L
- 1D
- 3.22%
- 1M
- -3.60%
- YTD
- 0.26%
- 6M
- 5.34%
- 1Y
- 24.42%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
AVSG.L vs. IQSS.L - Expense Ratio Comparison
AVSG.L has a 0.39% expense ratio, which is lower than IQSS.L's 0.60% expense ratio.
Return for Risk
AVSG.L vs. IQSS.L — Risk / Return Rank
AVSG.L
IQSS.L
AVSG.L vs. IQSS.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis Global Small Cap Value UCITS ETF USD Acc (AVSG.L) and Invesco Global Active ESG Equity UCITS ETF USD Acc (IQSS.L). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| AVSG.L | IQSS.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.79 | 1.49 | +0.30 |
Sortino ratioReturn per unit of downside risk | 2.31 | 2.11 | +0.19 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.30 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 4.33 | 2.68 | +1.66 |
Martin ratioReturn relative to average drawdown | 14.82 | 11.08 | +3.74 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| AVSG.L | IQSS.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.79 | 1.49 | +0.30 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.79 | 1.00 | -0.20 |
Correlation
The correlation between AVSG.L and IQSS.L is 0.66, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
AVSG.L vs. IQSS.L - Dividend Comparison
Neither AVSG.L nor IQSS.L has paid dividends to shareholders.
Drawdowns
AVSG.L vs. IQSS.L - Drawdown Comparison
The maximum AVSG.L drawdown since its inception was -21.38%, which is greater than IQSS.L's maximum drawdown of -17.15%. Use the drawdown chart below to compare losses from any high point for AVSG.L and IQSS.L.
Loading graphics...
Drawdown Indicators
| AVSG.L | IQSS.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.38% | -18.91% | -2.47% |
Max Drawdown (1Y)Largest decline over 1 year | -12.51% | -10.21% | -2.30% |
Current DrawdownCurrent decline from peak | -2.42% | -3.48% | +1.06% |
Average DrawdownAverage peak-to-trough decline | -4.44% | -3.08% | -1.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.02% | 1.78% | +0.24% |
Volatility
AVSG.L vs. IQSS.L - Volatility Comparison
The current volatility for Avantis Global Small Cap Value UCITS ETF USD Acc (AVSG.L) is 5.37%, while Invesco Global Active ESG Equity UCITS ETF USD Acc (IQSS.L) has a volatility of 5.76%. This indicates that AVSG.L experiences smaller price fluctuations and is considered to be less risky than IQSS.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| AVSG.L | IQSS.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.37% | 5.76% | -0.39% |
Volatility (6M)Calculated over the trailing 6-month period | 9.89% | 9.50% | +0.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.70% | 16.35% | +0.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.44% | 15.33% | +1.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.44% | 15.33% | +1.11% |